JAMES E ROBERTS is an investment adviser representative (IAR) with state registration records since 2008, appearing at 6 firms. Currently registered with INTENTIONAL, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| INTENTIONAL, LLC | 2026-01-01 | present | Yes |
| CIC WEALTH, LLC | 2019-03-18 | 2022-03-09 | — |
| COMMONWEALTH EQUITY SERVICES, LLC | 2016-06-27 | 2019-03-05 | — |
| CETERA ADVISORS LLC | 2012-09-25 | 2016-06-27 | — |
| PRUCO SECURITIES, LLC | 2012-09-06 | 2012-09-24 | — |
| LPL FINANCIAL LLC | 2008-03-12 | 2012-08-24 | — |